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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
576
Legacy Advisors
Pennsylvania
$994K – – –
RW
577
REDW Wealth
New Mexico
$993K – – –
OPWM
578
Oxinas Partners Wealth Management
Indiana
$992K -$6.72K -110 -0.7%
WAM
579
Wallington Asset Management
Indiana
$988K -$60.5K -990 -6%
IA
580
Insight Advisors
Pennsylvania
$987K +$672 +11 +0.1%
FPAS
581
Focus Partners Advisor Solutions
Missouri
$985K -$2.74M -44,845 -74%
CWP
582
Curated Wealth Partners
California
$984K -$12.2K -200 -1%
FCFC
583
First Commonwealth Financial Corp
Pennsylvania
$980K -$1.53M -24,983 -62%
CWS
584
Confluence Wealth Services
Pennsylvania
$979K -$19.9K -325 -2%
SIAM
585
Sterling Investment Advisors (Missouri)
Missouri
$965K -$47.6K -779 -5%
GWM
586
GSB Wealth Management
Connecticut
$956K +$85.6K +1,401 +10%
TF
587
Theory Financial
Colorado
$956K -$1.47K -24 -0.2%
PIM
588
Progressive Investment Management
Oregon
$952K – – –
CA
589
Cornerstone Advisory
Maryland
$949K +$122 +2 +0%
VAM
590
Verity Asset Management
North Carolina
$945K +$484K +7,917 +115%
OPS
591
Orion Portfolio Solutions
Nebraska
$944K +$360K +5,884 +66%
BCI
592
Brinker Capital Investments
Pennsylvania
$944K +$903K +14,770 New
AA
593
Argent Advisors
Louisiana
$940K +$131K +2,146 +17%
WPC
594
White Pine Capital
Minnesota
$940K +$5.5K +90 +0.6%
S
595
SignatureFD
Georgia
$937K -$3.67K -60 -0.4%
DCM
596
Dimension Capital Management
Florida
$937K – – –
CS
597
Capital Square
Tennessee
$930K -$43.8K -716 -5%
9WM
598
9258 Wealth Management
Ohio
$927K -$10.5K -171 -1%
CA
599
Claro Advisors
Massachusetts
$925K +$18.1K +296 +2%
CIR
600
Clear Investment Research
Georgia
$923K -$27.8K -455 -3%
22 23
24
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